Daily Planner
Never miss a deadline or appointment. Organize your day with ease. Prioritize, schedule, and check off tasks to stay focused and productive.
- Smart Reminders & Notifications
- Simple & Intuitive Design
- Flexible for Any Workflow
Monthly Overview
Set it once and forget it. Automate repeating tasks and events to simplify long-term planning.
Break down your monthly goals into manageable steps and celebrate progress as you go.
Plan Better, Live Smarter
Take control of your schedule with powerful daily and monthly planning tools—designed to fit your life, not complicate it.
Forward-thinking IT company through innovation.
At Scaffold, we are more than just a technology solutions provider – we are architects of innovation, builders of digital experiences, and partners in your journey towards success.
We are committed to providing the best service possible.
"Scaffold completely changed the way we develop our websites."
John Jackson
CEO, Jaxxon Agency
Meet the Team: Driving Innovation with Passion and Expertise.
- Strong Collaboration & Communication
- Deep Technical Expertise
- Agile & Solution-Oriented Mindset
What’s holding you back?
The fear of transition is real. It’s manageable. Clients may ask questions; you’ll have answers. Will some accounts or clients choose not to join? He're what we have experienced: More than 90% of independent advisors’ books move with the advisor.
Advisors who thrive after a transition tend to share a few things in common: they were clear on why they were leaving, they had a practice built around client relationships rather than platform dependency, and they moved toward something.
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How long does a transition take?
Generally, we consider a transition period to be 90 days from affiliation. A number of factors come into play including, client count, access to approved client information, availability of the advisor and their support staff, and the “runway” time for preparation. However, it is common for the vast majority or all of the transition to occur within 60 days of affiliation.
Will my clients notice a disruption?
Some adjustment is normal in any transition as they establish new accounts or utilize a new custodian. SFA Partners' team focuses on minimizing that disruption, and arming advisors with means of keeping clients informed of the progress and benefits of the move.
What happens to assets that doesn't transfer easily, like proprietary or non-portable products?
SFA Partners' transition team helps you think through what transfers, what doesn't, and how to handle legacy business so nothing falls through the cracks.
Can I move brokerage and fee-based business at the same time?
Yes. Hybrid transitions are managed so both sides of the book stay intact and clients stay informed throughout.
Many advisors arrive at SFA Partners after concluding that the large firms they once chose for independence no longer feel independent. Others come from independent practices or their own RIAs and are seeking additional support, resources, and a community of like-minded advisors. Regardless of where they start, they are often looking for the same thing: the added support to allow them to focus on what they most love, serving clients and helping people.
Each of those transitions has a different shape. SFA Partners has handled all of them. While Benko came for the RIA infrastructure, the environment and culture were the fit he had been looking for.
Changing firms is a major decision. Whether an advisor is moving from one broker-dealer to another, from one RIA to another, or weighing a different affiliation model altogether, the stakes are high. Compensation, technology, transition support, client experience. All of it matters. But "fit" is harder to pin down.
What makes a firm feel like the right fit for an independent advisor?
